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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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108 results found

  1. sale and purchase entries in one account ledger

    i case of some kind of dealer we may purchase different Items from them and sale differet items, so in that case, in zoho books we can not post purchase and sale both entries in one leadger.
    Request you to kindly resolve the issue. or tell us how to do such entries in that case.

    1 vote
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    0 comments  ·  Accountant  ·  Admin →
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  2. Would like to have .xlsx export options under GSTR1 filing details for all invoices

    In new GST update made in the Zoho Books, the option of exporting as xlsx under GSTR1 is not available. We are able to only upload and not able to export the transactions in excel format for records and to reconciling purposes.

    7 votes
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  3. Need options to control/clear Activity Log and Comments & History of sales and purchase

    Options can control "Activity Log" and "Comments & History" of sales and purchase. We can hide or clear it as per the requirement.

    1 vote
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  4. mdmostofa899753@gmail.com

    md.mostofa

    1 vote
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  5. white label

    1 vote
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  6. YEAR-END CPA JOURNAL

    WHERE'S THE LINK TO JOURNALS 101

    1 vote
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  7. suryakumar

    kumar

    3 votes
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    1 comment  ·  Accountant  ·  Admin →
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  8. Recording Interest expense and installment notes tutorial

    I just saw the module on how to create a loan account in Zoho.
    However the repayment instructions does not address the interest paid in the note repayment. Say for example that you borrow $1,500 with a promisory note to be paid monthly for 6 months at 3%. ow do you account or record the interest expense and installment notes?
    I can see doing the following for this example fixed payments of $252.19 - every month the interest will vary - but lets look at month 1:
    Debit
    Interest Expense $3.75 ans Installment notes $248.44
    Credit
    Cash $252.19

    So how…

    1 vote
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  9. please allow to pass journal entries in AR & AP

    3 votes
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  10. integrate the West African chart of accounts (syscoa) in zoho books as in Sage accountant software. It would be a plus because many startups

    1 vote
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  11. Please allow expenses to be coded as Drawings for us small business owners

    1 vote
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  12. Change of type of acounnt

    I have wrongly classified one particular account in long term liabilities intead of other liabilities. I am unable to change its type. Pl help to modify , when i edit the transaction.

    1 vote
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  13. Access to change Account type

    Chart of Accounts:
    Allow access to change an Account type even after data has been fed into it as we may want to classify the expenses under a different account later.

    1 vote
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  14. Sales module, need to see the balance qty

    Sales module, need to see the balance qty that we haven't and have shipped/invoiced to client

    for example : the SO qty 5 pcs, shipped/invoiced 2 pcs, balance 3 pcs

    thank you

    5 votes
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  15. Lock Functionality for Accountant

    2 different lock functionality

    Lock 1 - affect all users except accountant user
    Lock 2 - affect all users

    With the above Lock 1, accountant can review the accounts and make changes easily but not other users.

    Current lock feature is Lock 2.

    3 votes
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    3 comments  ·  Accountant  ·  Admin →
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  16. Flexibility to use account names as sub-accounts under multiple parent accounts

    It would be very helpful to have the option of using the same account name within different types or Parent accounts.

    3 votes
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  17. Ability to edit Chart of Accounts with out system account types

    Need the option of making the systems' pernament account type,names not visible at all when you don't use them. Especially when you want to print all the columns. It's very confusing. Even though you don't check the "make active' box, it's still shows up
    Thanks!

    4 votes
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    1 comment  ·  Accountant  ·  Admin →
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  18. EASIER WAY TO EDIT ENTRIES

    When reviewing the reports or general ledger or trial balance, the accountant or auditor or the user may want to edit some entries from one ledger to another.
    While reaching the voucher is easy from the reports section - coming back to the reports section or the ledger is not as straightforward.

    Please provide 2 short cut buttons - showing access to ledger that is being edited. And second showing access to the report page - be it trial balance, balance sheet, general ledger or pnl page.

    1 vote
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  19. no need for logo in purchase bills

    logo needs to be on only invoices and not needed on bills and purchases

    1 vote
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  20. Merging Chart of Accounts.

    Please add the feature of Merging Duplicate or Multiple Chart of Accounts Into Single Chart of Account. It is much needed feature in Zoho.

    9 votes
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